Overview

Westoz Funds Management (AFSL 285607) is based in Perth, Western Australia.  It was established in 2005 and is focused on the management of investment funds for wholesale clients. Total Funds under Management at June 30, 2008 were $370m.

The manager seeks to construct portfolios of equities that will generate consistent positive returns for clients over the medium to long term. The majority of investments will be in companies with smaller market capitalisations and with some connection to Western Australia.  From time to time, portfolios managed for clients may consist of significant cash positions.

Retail investors may gain access to these portfolios via Westoz Investment Company Limited and Ozgrowth Limited.